: If the numbers are large enough, perhaps we won't question the math
Tobias Mann Tobias Mann
ServiceNow clears agents for landing with new AI control tower
Usage-based pricing killing your vibe - here's how to roll your own local AI coding agents
Microsoft lifts 2026 AI spend by $25 billion to cover component price rises
Amazon chips no longer just a side dish, they're a $20B biz
: Altman's crew now doing the same gatekeeping it recently mocked
'What the hell is going on? It's just draining my money'
By which we mean it bought someone else's with other people's money
Microsoft, Alphabet, Meta, and Amazon all beat Q1 2026 expectations and all raised their AI infrastructure spending forecasts.…
OpenAI has gone wild with compute deals this year, committing to spend far more than its balance sheet can currently sustain. So…
The company anticipates burning through roughly $9 billion this year on $13 billion in sales, a cash burn rate of approximately…
